Movement Alert｜GDS Holdings Falls 3.14% in Regular Trading, Profit Quality Concerns and Slower-Than-Expected Capacity Expansion Continue to Weigh

Market Focus06-18

On June 18, GDS Holdings-SW fell 3.14% in regular trading, trading at 31.74 HKD/share, with turnover of approximately 12.99 million HKD. The stock resumed its downward trend after a brief rebound the previous session, extending its recent correction.

On the news front, the company's Q1 net profit of 2.652 billion RMB was heavily reliant on one-time investment gains — over 80% stemmed from the DayOne equity transaction, contributing approximately 2.136 billion RMB. Excluding this item, core business revenue growth decelerated to single digits. Meanwhile, management reaffirmed a massive 30-50 billion RMB capital expenditure plan over the next three years, while total liabilities stand at 51.693 billion RMB with operating cash flow contracting, intensifying market concerns over near-term financial strain. Goldman Sachs recently lowered its target price to 47 HKD, citing domestic chip supply constraints that have caused actual capacity expansion and customer move-in progress to lag expectations, likely dragging on short-term revenue and EBITDA performance.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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